Landstar System, Inc.

Valuation Analysis

About the Company

Landstar System, Inc. provides transportation management solutions in the United States, Canada, Mexico, and internationally. It operates in two segments, Transportation Logistics and Insurance. The Transportation Logistics segment offers a range of transportation services, including truckload, less-than-truckload and other truck transportation, rail intermodal, air cargo, ocean cargo, expedited ground and air delivery of time-critical freight, heavy-haul/specialized, hazardous materials, cold chain/temperature-controlled, U.S.-Canada and U.S.-Mexico cross-border, intra-Mexico, intra-Canada, project cargo, and customs brokerage services, as well as transportation services to other transportation companies, such as third party logistics and less-than-truckload service providers. This segmen

Landstar System, Inc. Stock at a Glance

Landstar System, Inc. (LSTR) is currently trading at $224.27 with a market capitalization of $7.6B. The trailing P/E ratio stands at 62.12x, with a forward P/E of 31.64x. The 52-week range spans from $119.32 to $228.46; the current price is 1.8% below the yearly high. Year-over-year revenue growth stands at +1.6%. The net profit margin stands at 2.61%.

💰 Dividend

Landstar System, Inc. pays an annual dividend of $1.60 per share, representing a yield of 0.71%. The payout ratio stands at 44.2%.

📊 Analyst Rating

14 analysts rate Landstar System, Inc. (LSTR) on consensus: Hold. The average price target is $179.14, implying -20.12% from the current price. Analyst price targets range from $145.00 to $240.00.

Landstar System, Inc.: The Investment Case in Detail

Landstar System, Inc. (LSTR) operates in the Industrials — specifically Integrated Freight & Logistics — and is headquartered in United States. Below is a structured read of the investment case built directly from the latest fundamentals, valuation multiples, analyst positioning and smart-money flows. Each section translates raw numbers into the investment logic they imply, so you can decide whether the risk/reward fits your portfolio.

The Bull Case

Earnings growth of 36.9% is outpacing revenue, a sign of operational leverage — fixed costs are being absorbed across a larger base.

The Bear Case

Revenue growth has slowed to just 1.6%, which is below nominal GDP — the business is no longer outgrowing the broader economy. With a net margin of just 2.61%, the business has little room to absorb cost shocks or pricing pressure — a single bad quarter can swing the company to a loss. A trailing P/E above 50 combined with revenue growth below 20% is a dangerous combination — the market is paying a steep growth multiple for what is, by the data, only moderately fast expansion.

Valuation in Context

The EV/EBITDA multiple of 30.39x reflects rich expectations — historically, multiples at this level have proven hard to maintain for more than a few quarters.

What to Watch Next

• The forward P/E of 31.64x is meaningfully below the trailing 62.12x — analysts expect earnings to step up; the next earnings release is the test.
• The share is trading at 96.2% of its 52-week range — a break above the recent high opens technical upside, a failure here often invites profit-taking.

Investment Thesis: Strengths & Weaknesses

Technical Snapshot

Price trades above both the 50- and 200-day moving averages, with 50d above 200d — a classic bullish setup (golden-cross alignment).

Risk Profile

The data points to relatively defensive market behavior, elevated short interest (6.13%).

Trading Data

💵 Dividend Info

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